+416.1%
GS vs OPEN
-87.8%
+503.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.1% | +7.5% | +0.9% |
| 7D | +1.6% | -24.7% | +26.3% | +3.4% |
| 30D | +1.7% | -41.0% | +42.7% | +5.1% |
| 3M | -11.6% | -62.4% | +50.8% | -5.8% |
| 6M | -1.9% | -73.9% | +72.0% | +6.8% |
| YTD | +5.1% | -77.5% | +82.6% | +14.9% |
| 1Y | +16.4% | -83.6% | +100.0% | +29.5% |
| 3Y | +199.0% | -37.0% | +236.0% | +174.0% |
| 5Y | +157.4% | -93.3% | +250.7% | +151.2% |
| All | +416.1% | -87.8% | +503.9% | +372.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling